oncord + simpro website integration
simPRO website Integration.
Save time and money by automatically synchronising data from your website to simPRO, and from simPRO to your website.
Field service management software for every workflow Successfully run your business with a single software solution built for service, project and maintenance management. With features for office and field, simPRO’s cloud-based solution gives you everything you need to manage operations and grow your business.
The simPRO integration works by synchronising the following information:
From Oncord |
From simPRO |
Contacts
|
Contacts
|
Form Submissions
|
|
Groups
|
Tags
|
When Does it Sync?
You can choose to enable or disable automatic synchronisation within the simPRO integration configuration page.
your website admin will batch-sync with simPRO two minutes after an update takes place within Synergy 8. For instance, if you updated a contact's email address at 3:00 pm, and then an invoice is created at 3:03 pm, both changes would be reflected at 3:04 pm within simPRO.
If no update takes place in your website admin, a scheduled sync will take place after one day to download data from simPRO.
Contact Fields Synchronised
The following contact fields are synchronized with simPRO:
- First Name, Last Name
- Company Name
- Address, Suburb, Postcode, State, Country
- Phone 1, Phone 2, Mobile Phone
- Email Address
- Website
- When an Online Form submission creates a Lead, the form fields will appear in the Lead Description field in simPRO.
Let's Have a Chat
Would you like to save time and money syncing data between your website and simPRO? Would you like a website that looks great, your customer data, handles all your outbound email (and SMS) marketing, and even adds email Automation?
Fill in the contact form or call us on 0800 FUEL ME (09 428 3047) to see if our simPRO website integration can help your business.
